WFAG
Wescott Financial Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
3,638
-1,765
| -33% | -$344K | 0.07% | 105 |
|
|
2025
Q1 | $1.01M | Sell |
5,403
-661
| -11% | -$123K | 0.1% | 80 |
|
|
2024
Q4 | $1.2M | Sell |
6,064
-872
| -13% | -$173K | 0.12% | 76 |
|
|
2024
Q3 | $1.39M | Sell |
6,936
-341
| -5% | -$68.5K | 0.15% | 71 |
|
|
2024
Q2 | $1.33M | Buy |
7,277
+2,002
| +38% | +$365K | 0.15% | 72 |
|
|
2024
Q1 | $1.01M | Sell |
5,275
-495
| -9% | -$95K | 0.13% | 73 |
|
|
2023
Q4 | $1.04M | Sell |
5,770
-245
| -4% | -$44.1K | 0.15% | 72 |
|
|
2023
Q3 | $959K | Sell |
6,015
-216
| -3% | -$34.5K | 0.18% | 71 |
|
|
2023
Q2 | $1.03M | Sell |
6,231
-616
| -9% | -$102K | 0.18% | 69 |
|
|
2023
Q1 | $1.09M | Sell |
6,847
-440
| -6% | -$69.9K | 0.24% | 58 |
|
|
2022
Q4 | $1.16M | Buy |
7,287
+29
| +0.4% | +$4.61K | 0.25% | 56 |
|
|
2022
Q3 | $1.04M | Buy |
7,258
+111
| +2% | +$15.9K | 0.29% | 47 |
|
|
2022
Q2 | $1.07M | Sell |
7,147
-3,001
| -30% | -$450K | 0.29% | 50 |
|
|
2022
Q1 | $1.79M | Buy |
+10,148
| New | +$1.79M | 0.46% | 36 |
|